Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,903 | $90,486+22.6% | $78,676+41.0% | $273,972-59.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.78% | 75.62%-73.8pp | 62.19%-60.4pp | 41.46%-39.7pp |
| Employer contribution / active EE | $23,479 | $3,175+639.5% | $2,850+723.8% | $4,869+382.2% |
| Participant deferral / active EE | $5,700 | $3,901+46.1% | $3,517+62.1% | $5,287+7.8% |
| Admin fee / account holder | $302,231 | $5,263+5642.3% | $4,510+6601.3% | $10,133+2882.8% |